Real-Time Endorsement, New Business Submission, and Activity and Note Transactions Along with inquiry, these are the most important real-time transactions for agents. The report spells out the agents' business requirements for these transactions.
click here Independent Agency Preferences for Carrier Electronic Communications
This report sets out how agents would like to receive electronic communications from their carriers for specific types of notices and transactions, so that agencies can benefit from a consistency of approach. The report includes a very helpful chart outlining each type of communication, how agents would like to receive the information, and, if the recommended method is email, a recommended format for the subject line. Industry Meets to Address Pressing Agent & Carrier Technology Issues This article provides a good summary of the key agent related technology issues that were discussed at the ACT, AUGIE, & State Technology Liaison Meetings in September, 2006, including the industry's real-time campaign, security and identity theft, and the agreed upon industry "Must Do" issues, to name a few. click here Effective Communication and Training of Technology Issues to Independent Agencies and Brokers This report provides the industry with guidance on how to communicate and train agencies in new technologies and workflows most effectively and provides compelling "success stories" that will motivate agencies to implement real-time interfaces, commercial lines download, and strategies to become "paperless." Productive Agency Visits by Insurance Carrier Marketing Reps Guide
Carrier marketing reps who are knowledgeable about the carrier's Real Time, Download, and other technology benefits play an important role in promoting the carrier's ease of doing business with its agency force. This AUGIE guide is a must for both carriers and agencies planning agency-carrier marketing visits. See Also: Real Time, Download |